Top 30 Investment Management Companies in Bethesda

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Below is the list of Top 30 Investment Management Companies in Bethesda ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Bethesda

1. Proshare Advisors Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: proshares.com

Company Founded: 1999

Company Size: 51-200

Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States

Proshare Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Peter Weinberg Senior Director, Marketing
Renee Panic Talent Acquisition Specialist
Kate Giegengack Senior Recruiter
Saxon Justice Senior Internal Wholesaler
Jay Bendesky Senior Sales Manager - Head Of Hybrid Sales Team
Nidia Calderon Analyst, Enterprise Data Operations
M Connor Callahan Internal Sales Associate
Requires/Intent and 59 more Employees
HR & Payroll Services
Private Wealth Management
and more

2. Chevy Chase Trust

Industry: Investment Management

Location: Bethesda, Maryland

Website: chevychasetrust.com

Company Founded: 1999

Company Size: 51-200

Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States

Chevy Chase Trust Contact Details

Name Title LinkedIn Phone Email
Carson Babbitt Senior Technical Support Officer
Larry Fisher President, Family Wealth Services
Mark Ilnicki Assistant Vice President
Craig Pernick Senior Managing Director- Investment Management
Daniel Ferrett Compliance Officer
Tapfuma Chibaya Equity Analyst
Laura Marsh Marketing Production And Design Specialist
Requires/Intent and 51 more Employees
AI
HR & Payroll Services
Alternative Investment Consulting
Technology
AI-Powered Financial Forecasting
and more

3. Hightower Bethesda

Industry: Investment Management

Location: Bethesda, Maryland

Company Founded: 2011

Company Size: 11-50

Hightower Bethesda Contact Details

Name Title LinkedIn Phone Email
Cfpâ Leah Jones Director Of Financial Planning
Cepa Jeff Leventhal Managing Director And Partner At Hightower Bethesda
Leah Jones Director Of Financial Planning, Hightower Bethesda
Michael Zoller Senior Investment Analyst
Erick Roshelli Senior Financial Advisor
Debi Engle Registered Client Associate
Jacqueline Lonnerdal Operations Manager
Requires/Intent and 4 more Employees
Investor Relations & Reporting
Technology
Institutional Asset Management
Digital Asset & Cryptocurrency Investment
Digital Marketing
and more

4. Hull Street Energy, Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: hullstreetenergy.com

Company Founded: 2014

Company Size: 11-50

Company Address: 4920 Elm Street, Bethesda, Maryland, United States

Hull Street Energy, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Hofmeister Vice President
Randall Osteen Managing Director And General Counsel, Portfolio Companies
Yochai Ben-haim Director Of Financial Planning And Analysis
Michael Booth Partner, Head Of Quantitative Analytics
Katy Casey Human Resources Manager
Alina Kasprik Finance Manager, Fp And A
Matthew Burrows Associate
Requires/Intent and 4 more Employees
Cybersecurity Solutions
Digital Asset & Cryptocurrency Investment
and more

5. Alikos Wealth Management, Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: alikoswm.com

Company Founded: 2015

Company Size: 1-10

Company Address: 7700 Old Georgetown Road, Bethesda, Maryland, United States

Alikos Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Pete Ryan Wealth Advisor
Daniel Ryan Principal
Requires/Intent
AI
Cybersecurity Solutions
HR & Payroll Services
High-Frequency Trading Solutions
IPO Advisory
and more

6. Outlier Realty Capital

Industry: Investment Management

Location: Bethesda, Maryland

Website: outliercap.com

Company Founded: 2013

Company Size: 11-50

Company Address: 7514 Wisconsin Avenue, Bethesda, Maryland, United States

Outlier Realty Capital Contact Details

Name Title LinkedIn Phone Email
Lyle Schiavone Managing Director, Investments
Christopher Junior Vice President, Co-living Strategy
Andrew Fuller Director Of Accounting And Asset Management
Aaron Rochkind Associate
Bert Rindner Partner
Requires/Intent
Financial Management
IT Support
and more

7. Impactassets

Industry: Investment Management

Location: Bethesda, Maryland

Website: impactassets.org

Company Founded: 2010

Company Size: 11-50

Company Address: 7315 Wisconsin Avenue, Bethesda, Maryland, United States

Impactassets Contact Details

Name Title LinkedIn Phone Email
Rebecca Gelb Director Of Operations
Gabe Diclerico Chief Financial Officer
Patrick Karsu Accounting Associate
Rebecca Hull Implementation Officer
Xiyue Tong Associate
John Quinn Investment Servicing Associate
Requires/Intent
Automation
AI-Powered Financial Forecasting
Financial Due Diligence
M&A Advisory
Robo-Advisors & AI Trading
and more

8. Profund Advisors Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: profunds.com

Company Founded: 1997

Company Size: 51-200

Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States

Profund Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Aliex Parker Manager, Regional Consultant
Zahra Shahid Senior Recruiter
Tim Galvan Regional Consultant
Joanne Legomsky Communications Director
Kiran Kethineni Senior Business Intelligence Developer
Ellen Kempler Manager Of Administration
Requires/Intent
AI-Powered Financial Forecasting
Cybersecurity Solutions
Hedge Fund Strategies
and more

9. Gritstone Asset Management

Industry: Investment Management

Location: Bethesda, Maryland

Website: gritstoneam.com

Company Founded: 2018

Company Size: 1-10

Gritstone Asset Management Contact Details

Name Title LinkedIn Phone Email
Justin Cressall Co-founder And Managing Partner
Nicholas Skibo Co-founder, Managing Partner
Requires/Intent
Risk Management & Compliance
Hedge Fund Strategies
Accounting
Global Market Trend Analysis
and more

10. Criterion Africa Partners

Industry: Investment Management

Location: Bethesda, Maryland

Website: criterionafrica.com

Company Founded: 2017

Company Size: 1-10

Company Address: 4800 Montgomery Lane, Bethesda, Maryland, United States

Criterion Africa Partners Contact Details

Name Title LinkedIn Phone Email
George Mcpherson Managing Director And Investment Committee Member
Kevin Tidwell Managing Director
Requires/Intent
Financial Management
Digital Marketing
and more

11. Rlj Credit Opportunity Fund

Industry: Investment Management

Location: Bethesda, Maryland

Website: rljcredit.com

Company Founded: 2012

Company Size: 1-10

Rlj Credit Opportunity Fund Contact Details

Name Title LinkedIn Phone Email
Dwayne Boothe Principal
Requires/Intent
Alternative Investment Consulting
Portfolio Management Solutions
CRM Systems
and more

12. Karner Blue Capital, Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: karnerbluecapital.com

Company Founded: 2017

Company Size: 11-50

Company Address: 7315 Wisconsin Avenue Md, Bethesda, Maryland, United States

Karner Blue Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Aaron Weckstein Senior Research Analyst
Andrew Rabinowitz Research Analyst
Jake Schwartz Research Analyst And Compliance Administrator
Requires/Intent
AI
SEO
Institutional Asset Management
and more

13. Chevy Chase Trust

Industry: Investment Management

Location: Bethesda, Maryland

Company Founded: 1999

Company Size: 1-10

Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States

Chevy Chase Trust Contact Details

Name Title LinkedIn Phone Email
Connie Voigt Assistant Vice President And Compliance Officer
Katie Kaibni Executive Assistant
Laly Kassa Managing Director
Monia Resuma Trust Officer
Mehdi Bensaida Director Of Finance
Rhonda Newlon Business Development Associate
Angel Kavanaugh Vice President Manager Client Service
Requires/Intent and 1 more Employees
IT Support
HR & Payroll Services
High-Frequency Trading Solutions
and more

14. Houstoun Capital Management

Industry: Investment Management

Location: Bethesda, Maryland

Company Size: 1-10

Company Address: 7272 Wisconsin Avenue, Bethesda, Maryland, United States

Houstoun Capital Management Contact Details

Name Title LinkedIn Phone Email
Michael Shaffer Director, Portfolio Management
Requires/Intent
Cybersecurity Solutions
CRM Systems
and more

15. Hull Street Capital

Industry: Investment Management

Location: Bethesda, Maryland

Website: hullstreet.om

Company Founded: 2002

Company Size: 1-10

Company Address: 4920 Elm Street, Bethesda, Maryland, United States

Hull Street Capital Contact Details

Name Title LinkedIn Phone Email
Webb Hayes Managing Director
Christopher Meyers Managing Partner
Requires/Intent
Compliance & Risk Management
Alternative Investment Consulting
Legal
Global Market Trend Analysis
FinTech Solutions For Investment Firms
and more

16. Cardinal Wealth Management

Industry: Investment Management

Location: Bethesda, Maryland

Website: cardinalwm.com

Company Founded: 2017

Company Size: 1-10

Company Address: 7625 Wisconsin Avenue, Bethesda, Maryland, United States

Cardinal Wealth Management Contact Details

Name Title LinkedIn Phone Email
Christopher Pratt Partner
Requires/Intent
Mobile App Development
IT Support
Risk Management & Compliance
Portfolio Management Solutions
Compliance & Risk Management
and more

17. Ames Watson Capital Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: ameswatson.com

Company Founded: 2018

Company Size: 1-10

Ames Watson Capital Llc Contact Details

Name Title LinkedIn Phone Email
Sean Mccabe Director Of Corporate Development
Requires/Intent
AI-Powered Financial Forecasting
Financial Management
HR & Payroll Services
AI-Based Credit Risk Assessment
and more

18. Torray Llc

Industry: Investment Management

Location: Bethesda, Maryland

Website: torray.com

Company Founded: 1972

Company Size: 11-50

Company Address: 7501 Wisconsin Avenue, Bethesda, Maryland, United States

Torray Llc Contact Details

Name Title LinkedIn Phone Email
Brian Zaczynski Trading And Research
Nicholas Haffenreffer Chief Investment Officer
James Bailey Partner, Senior Research Analyst
Scott Lamond Business Development
Gerrie Torray Vice President
Barbara Mcclung Administrative Assistant
Requires/Intent
Hedge Fund Strategies
FinTech Solutions For Investment Firms
AI
Business Expansion
M&A Advisory
and more

19. Veda Partners

Industry: Investment Management

Location: Bethesda, Maryland

Website: veda-partners.com

Company Founded: 2017

Company Size: 1-10

Company Address: 4800 Hampden Lane, Bethesda, Maryland, United States

Veda Partners Contact Details

Name Title LinkedIn Phone Email
Spencer Perlman Managing Partner And Director Of Healthcare Research
Requires/Intent
Sales
High-Frequency Trading Solutions
Software Development
and more

20. Imb Development Corporation

Industry: Investment Management

Location: Bethesda, Maryland

Website: imbdc.com

Company Founded: 2010

Company Size: 11-50

Imb Development Corporation Contact Details

Name Title LinkedIn Phone Email
Valentina Kaliada Executive Assistant And Office Manager
Requires/Intent
Digital Marketing
Branding
Cloud Solutions
Market Research
Robo-Advisors & AI Trading
and more

21. Edgemoor Investment Advisors

Industry: Investment Management

Location: Bethesda, Maryland

Company Founded: 1999

Company Size: 1-10

Company Address: 7250 Woodmont Avenue, Bethesda, Maryland, United States

Edgemoor Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Paul Meehan Managing Director At Edgemoor Investment Advisors
Tom Meehan President
Requires/Intent
AI
Software Development
and more
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Bethesda Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Peter Weinberg Proshare Advisors Llc Senior Director, Marketing
2 Renee Panic Proshare Advisors Llc Talent Acquisition Specialist
3 Kate Giegengack Proshare Advisors Llc Senior Recruiter
4 Saxon Justice Proshare Advisors Llc Senior Internal Wholesaler
5 Jay Bendesky Proshare Advisors Llc Senior Sales Manager - Head Of Hybrid Sales Team
6 Nidia Calderon Proshare Advisors Llc Analyst, Enterprise Data Operations
7 M Connor Callahan Proshare Advisors Llc Internal Sales Associate
8 Carson Babbitt Chevy Chase Trust Senior Technical Support Officer
9 Larry Fisher Chevy Chase Trust President, Family Wealth Services
10 Mark Ilnicki Chevy Chase Trust Assistant Vice President
11 Craig Pernick Chevy Chase Trust Senior Managing Director- Investment Management
12 Daniel Ferrett Chevy Chase Trust Compliance Officer
13 Tapfuma Chibaya Chevy Chase Trust Equity Analyst
14 Laura Marsh Chevy Chase Trust Marketing Production And Design Specialist
15 Cfpâ Leah Jones Hightower Bethesda Director Of Financial Planning
16 Cepa Jeff Leventhal Hightower Bethesda Managing Director And Partner At Hightower Bethesda
17 Leah Jones Hightower Bethesda Director Of Financial Planning, Hightower Bethesda
18 Michael Zoller Hightower Bethesda Senior Investment Analyst
19 Erick Roshelli Hightower Bethesda Senior Financial Advisor
20 Debi Engle Hightower Bethesda Registered Client Associate
21 Jacqueline Lonnerdal Hightower Bethesda Operations Manager
22 Scott Hofmeister Hull Street Energy, Llc Vice President
23 Randall Osteen Hull Street Energy, Llc Managing Director And General Counsel, Portfolio Companies
24 Yochai Ben-haim Hull Street Energy, Llc Director Of Financial Planning And Analysis
25 Michael Booth Hull Street Energy, Llc Partner, Head Of Quantitative Analytics
26 Katy Casey Hull Street Energy, Llc Human Resources Manager
27 Alina Kasprik Hull Street Energy, Llc Finance Manager, Fp And A
28 Matthew Burrows Hull Street Energy, Llc Associate
29 Pete Ryan Alikos Wealth Management, Llc Wealth Advisor
30 Daniel Ryan Alikos Wealth Management, Llc Principal
31 Lyle Schiavone Outlier Realty Capital Managing Director, Investments
32 Christopher Junior Outlier Realty Capital Vice President, Co-living Strategy
33 Andrew Fuller Outlier Realty Capital Director Of Accounting And Asset Management
34 Aaron Rochkind Outlier Realty Capital Associate
35 Bert Rindner Outlier Realty Capital Partner
36 Rebecca Gelb Impactassets Director Of Operations
37 Gabe Diclerico Impactassets Chief Financial Officer
38 Patrick Karsu Impactassets Accounting Associate
39 Rebecca Hull Impactassets Implementation Officer
40 Xiyue Tong Impactassets Associate

Investment Management companies in different cities of Maryland

No. Industry Number of Contacts Download
1 Investment Management Companies in Baltimore 1840
2 Investment Management Companies in Rockville 575
3 Investment Management Companies in Chevy Chase 575
4 Investment Management Companies in Annapolis 575